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+2.87%
This Month
+0.68%
Year To Date
+209.04%
2 Years
+16.56%
5 Years
+148.18%
10 Years
+16.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.07%
- 🍞 Consumer Non Durables23.4%
- 📊 ETFs19.16%
- 💰 Finance4.95%
- 🖥️ Technology Services4.91%
- 💇♀️ Consumer Services4.55%
- 🚗 Consumer Durables3.55%
- 🧪 Process Industries2.6%
- 💻 Electronic Technology2.32%
- 💼 Commercial Services2.3%
- 📈 Indexes1.8%
- ❓ Other1.38%
- 🪨 Non Energy Minerals1.12%
- 🧩 Miscellaneous0.97%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.49%
- 🇺🇸 Nasdaq25.81%
- 🌍 Digital Currency25.07%
- 🇮🇹 Borsa Italiana4.29%
- 🇩🇪 FRA3.5%
- 🌍 CFD1.8%
- 🇩🇰 Copenhagen Stock Exchange1.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.84%
- 🇩🇪 Germany4.94%
- 🇳🇱 Netherlands2.65%
- 🇮🇪 Ireland2.23%
- 🇮🇹 Italy1.63%
- 🇯🇵 Japan1.28%
- 🇩🇰 Denmark1.12%
Dividends
Dividend Yield
1.65%
20 out of 40 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ARR (17.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KHC | 0.35% | 6.2% | $1.6 |
 STZ | 0.21% | 3.12% | $3.68 |
 ARR | 0.15% | 17.58% | $3.84 |
 MDLZ | 0.14% | 3.29% | $1.7 |
 PG | 0.12% | 2.85% | $3.83 |
 ACN | 0.1% | 4.67% | $4.99 |
 MAIN | 0.09% | 5.78% | $2.85 |
 PEP | 0.07% | 4.24% | $5.15 |
 DPZ | 0.07% | 2.33% | $5.44 |
 GIS | 0.07% | 6.63% | $2.36 |
 UCG.MI | 0.06% | 3.5% | $1.8 |
 AMSF | 0.05% | 5.14% | $1.42 |
 MCD | 0.04% | 2.79% | $6.53 |
 XRX | 0.04% | 3.76% | $1 |
 ROCKB.CO | 0.02% | 2.15% | $43 |
 SAP | 0.02% | 1.44% | $1.73 |
 P911.DE | 0.02% | 2.2% | $2.31 |
 PYPL | 0.02% | 0.76% | - |
 SONY | 0.01% | 0.53% | $0.49 |
 QQQ | 0% | 0.4% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
XRX | Pay Day | Jul 31, 2026 | $0.03 |
Performance Metrics
Score 6.6/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
30.23
30.23
-2
0
2
31
31
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
3.43
3.43
0
0.75
1.25
4
4
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
30.23
30.23
-2
0
2
31
31
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
3.43
3.43
0
0.75
1.25
4
4
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
61.86
High:P911.DE
130.25P911.DELow:GIS
-191.24GISDetails
PEG Ratio
90.61
High:MCD
325.39MCDLow:XRX
-1.61XRXDetails
Price/Book
2.92
High:PEP
8.49PEPLow:MCD
-151.69MCDDetails
Price/Sales
1.97
High:
MSTR
64.43MSTRLow:XRX
0.05XRXDetails
Price/CF
9.9
High:MSTR
7,511.07MSTRLow:XRX
0.98XRXDetails
Price/FCF
30.04
High:MSTR
1,187.5MSTRLow:XRX
4.75XRXDetails
P/E Ratio
61.86
High:P911.DE
130.25P911.DELow:GIS
-191.24GISDetails
PEG Ratio
90.61
High:MCD
325.39MCDLow:XRX
-1.61XRXDetails
Price/Book
2.92
High:PEP
8.49PEPLow:MCD
-151.69MCDDetails
Price/Sales
1.97
High:MSTR
64.43MSTRLow:XRX
0.05XRXDetails
Price/CF
9.9
High:MSTR
7,511.07MSTRLow:XRX
0.98XRXDetails
Price/FCF
30.04
High:MSTR
1,187.5MSTRLow:XRX
4.75XRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.94% | Mar 2022 | Jul 2025 | 40 |
-30.26% | Dec 2020 | Mar 2021 | 3 |
-8.69% | May 2021 | Feb 2022 | 9 |
-8.63% | Jun 2026 | - | 2 |
-4.48% | Oct 2025 | Jan 2026 | 3 |
-3.15% | Feb 2026 | Apr 2026 | 2 |